IVA Research
A collection of 194 posts
When a Great Fund Stumbles: Stay the Course or Move on?
Every active fund faces moments of doubt from shareholders. For Dividend Growth, that moment is now. I weigh the fund’s legacy, leadership transition and the case for staying or moving on.
Should You Stick with Dividend Growth? Peter Fisher Makes the Case
INTERVIEW — My exclusive conversation with Wellington’s Peter Fisher, portfolio manager on Dividend Growth
Lunch Time in the Board Room: 2025
Are Vanguard’s Board of Trustees eating their own cooking—investing alongside the shareholders they represent?
Nibbling Around the Edges: 2025
Is the manager of your mutual fund (or ETF) invested alongside you?
Global Capital Cycles: A Better Fund, But Still No Gem
A reboot turned Vanguard’s worst performer into a credible global stock fund. But beneath the polish, it’s still tethered to metals and mining.
The Active Investor’s Guide to Vanguard’s International Funds
Funds Focus — ACTIVE INTERNATIONAL STOCK FUNDS | Your roadmap to finding the best international funds in Vanguard’s lineup.